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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,129 | $172,111-12.2% | $150,298+0.6% | $137,256+10.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.61% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,241 | $4,636+13.0% | $4,154+26.2% | $4,156+26.1% |
| Participant deferral / active EE | $4,634 | $6,166-24.8% | $5,453-15.0% | $6,407-27.7% |
| Admin fee / account holder | $20,379 | $16,471+23.7% | $14,116+44.4% | $12,270+66.1% |